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Stephens Consulting’s Progress Software PRGS Stock Holding History

Stephens Consulting’s Portfolio PRGS Stock Details PRGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10
Closed -$516 – 1788
2025
Q1 		$516 Buy
+10
New +$572 ﹤0.01% 912
2024
Q3 		– Sell
-24
Closed -$1.3K – 621
2024
Q2 		$1.3K Buy
+24
New +$1.22K ﹤0.01% 566

Other funds holding PRGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stephens Consulting's PRGS Position: Q2 2025 in Review

Stephens Consulting sold out of Progress Software (PRGS) in Q2 2025, closing a stake of 10 shares — an estimated $516 sold.

Stephens Consulting first reported a position in PRGS in Q2 2024 and held it in 2 quarters. The position peaked at $1.3K in Q2 2024. 346 funds tracked by Wall St. Rank hold PRGS as of Q2 2025.

  • Stephens Consulting reported no remaining Progress Software position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 10 Progress Software shares in Q2 2025, an estimated $516.
  • Stephens Consulting first reported a position in Progress Software in Q2 2024 and held it in 2 quarters.
  • Stephens Consulting's Progress Software position peaked at $1.3K in Q2 2024.
  • 346 funds tracked by Wall St. Rank held Progress Software as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.